Evercore Wealth Management’s Western Digital WDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,371	Closed	-$323K	–	795
2017 Q4	$323K	Sell	5,371 -1,681	-24%	-$108K	0.01%	302
2017 Q3	$460K	Hold	7,052	–	–	0.02%	264
2017 Q2	$472K	Sell	7,052 -8,977	-56%	-$596K	0.02%	264
2017 Q1	$1M	Sell	16,029 -1,121	-7%	-$64.4K	0.04%	179
2016 Q4	$881K	Sell	17,150 -6,299	-27%	-$290K	0.04%	190
2016 Q3	$1.04M	Sell	23,449 -532,951	-96%	-$20.1M	0.04%	173
2016 Q2	$19.9M	Sell	556,400 -58,504	-10%	-$1.93M	0.88%	40
2016 Q1	$22M	Buy	614,904 +122,845	+25%	+$4.39M	0.97%	39
2015 Q4	$22.3M	Buy	492,059 +52,451	+12%	+$2.68M	1.04%	35
2015 Q3	$26.4M	Buy	439,608 +8,830	+2%	+$531K	1.26%	28
2015 Q2	$25.5M	Buy	430,778 +14,771	+4%	+$1.06M	1.15%	32
2015 Q1	$28.6M	Buy	416,007 +38,218	+10%	+$2.99M	1.31%	26
2014 Q4	$31.6M	Buy	377,789 +8,324	+2%	+$628K	1.58%	19
2014 Q3	$27.2M	Buy	369,465 +9,626	+3%	+$723K	1.36%	24
2014 Q2	$25.1M	Buy	359,839 +94,835	+36%	+$6.36M	1.29%	23
2014 Q1	$18.4M	Sell	265,004 -25,566	-9%	-$1.67M	1.03%	36
2013 Q4	$18.4M	Buy	290,570 +39,920	+16%	+$2.23M	1.01%	33
2013 Q3	$12M	Sell	250,650 -79,969	-24%	-$3.95M	0.69%	47
2013 Q2	$15.5M	Buy	+330,619	New	+$14.5M	0.88%	34